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Dynamics 365 Community / Blogs / Gulshan Shubham's Blog / Overview of Budget module i...

Overview of Budget module in Dynamics 365 Business Central.

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Gulshan Shubham Profile Picture Gulshan Shubham 2,210

Do you want to know how to create financial budgets in Business Central?

If yes, then this video is for you. It explains how to set up general ledger budgets in Business Central, demonstrates how to create budgets manually, and shows how to copy and import budgets from Microsoft Excel.

By the end of this video, you will be able to:

  1. Create a new general ledger budget.

  2. Enter budget entries manually.

  3. Create budgets by using the Copy Budget function.

  4. Export budgets to Excel.

  5. Import budgets from Excel.

  6. Basic Budget Reports.

Watch the video and full blog on my official Website.

https://www.shubhfordynamics.com/post/create-budgets-in-dynamics-365-business-central

Hope it Helps! Cheers!

Comments

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  • Gulshan Shubham Profile Picture Gulshan Shubham 2,210
    Posted at
    Thanks a lot for your compliment. At 6:16 in this video, the report/view which I have shown is the Actual Vs Budget only. In BC, it is named as "G/L Account Balance Budget by Period".
  • Community Member Profile Picture Community Member
    Posted at
    Hi, I appreciate your video it is very helpful. I am looking to create a budget to actual report. Do you have a video explaining this?